Investing

5 Fundamental Strategies for Investing in Small Businesses

5 Fundamental Strategies for Investing in Small Businesses

By in Advanced Investing, Guest Post, Investing, Stocks | 2 comments

How to Begin Investing in Small Businesses-Stocks or Actual Businesses Guest contributor, Barney Whistance The most basic question for any small business investor is where to focus their time, money, and energy. With nearly 27.9 million small businesses in the US alone, and with few research services available, it can be challenging to find the gems in the rough – the businesses worth investing in. In the small business investment market there are going to be great opportunities for above-market returns, but not all companies are worth focusing on. A good place to start are these strategies for investing...

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Would You Use a Robo-Advisor? Here’s What a Millennial Thinks

Would You Use a Robo-Advisor? Here’s What a Millennial Thinks

By in Asset Allocation, Automatic Saving, Guest Post, Investing, Money Management | 5 comments

Have You Been Thinking About Getting Investing Help From a Robo-Advisor? 5 Reasons You Should By staff columnist, Alexandra Deluise   In today’s technologically-driven society, it should come as no surprise that robo-advisors are now “a thing.” After all, we like automating everything – why not our investing advice? If you’ve been thinking about whether you should use a robo-advisor, this article will help you answer the question, ‘Should I use a robo-advisor?’ Robo-advisors work by using algorithms to help clients make the best investing decisions, weighing the client’s tolerance for risk and desired length of investment into the equation....

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5 Signs it May Be Time to Sell Your Mutual Fund

5 Signs it May Be Time to Sell Your Mutual Fund

By in Investing, Money Management, Mutual Funds | 2 comments

Should I Sell My Mutual Fund? By Guest Contributor, Arielle O’Shea The first quarter of 2016 saw one of the greatest stock market recoveries in modern history — it was the first time in over 80 years that the Standard & Poor’s 500 index dropped by more than 10% over three months and yet still managed to finish ahead of its start. Does this market volatility mean you need to sell your mutual fund?  In retrospect, the seesaw quarter underlines the advice experts give to long-term investors: Keep to your plan and stomach the troughs. Smart investing is like...

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Should You Invest In An IPO?

Should You Invest In An IPO?

By in Advanced Investing, Investing, Stocks | 9 comments

Should I Invest in an IPO (Initial Public Offering) and Strike it Rich? Not unless you’re willing to lose a lot of money. Are you upset you missed the Facebook IPO a few years back? Do you feel like a loser because you didn’t get in on Alibaba? For those of you part of the maker movement, you’re probably familiar with Etsy. On it’s first day of trading in 2015, this craft portal for small makers rose 88% to a value of over $3 billion. Not a bad return for one day! But wait, it’s currently recognized as one...

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2016 Robo-Advisor Mash Up – Links to the Best Posts

2016 Robo-Advisor Mash Up – Links to the Best Posts

By in Investing, Links, Mutual Funds | 3 comments

Robo-advisors or technology assisted investing platforms are all the rage. What’s not to love-low fees, research-supported investment approaches and regular rebalancing. Not only are there stand-alone robo-advisors such as Wealthfront, Betterment, and Personal Capital but we’ve got the big brokers starting their own versions. These well known firms have joined the robo-advisory ranks; Schwab Intelligent Portfolios, Vanguard Personal Advisor Services, and then there’s TrakeKing Advisors. TradeKing offers a unique robo with access to a momentum style investing along with the passive approach. I’ve been writing a lot about this new platform for Investopedia and think the opportunities for investors...

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Larry Swedroe – Investing Luminary Tells How to Profit with Investing

Larry Swedroe – Investing Luminary Tells How to Profit with Investing

By in Advanced Investing, Asset Allocation, Bond, Investing, Personal Finance Luminaries | 2 comments

Larry Swedroe’s Wisdom Helps Investors Profit with 2 Stage Thinking Following is an excerpt of my recent interview with Larry Swedroe. The full article is published on the U.S. News and World Report Smarter Investor Site: During this time of investment market turmoil, investors look to professionals for help in weathering the storm. Larry Swedroe, director of research for Buckingham and the BAM Alliance as well as the author of 13 investing books, offers insights and information to help cope with market turbulence and investing. You’ll find out how the ‘Larry portfolio’ might increase your returns and reduce risk....

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